Pricing with Purpose: Building a Data Led Strategy

Sponsored by: Receipt Bank

Focused on:

  • Pricing
  • Services

Date: 15 October


Time: 1PM London

Pricing services currently costs accountants numerous hours every week, and 7 in 10 find it stressful or ineffective.

How can your firm price your advisory services efficiently and effectively, particularly if new and existing clients are struggling financially?

Receipt Bank will present research from over 150 accountants to discover:
• How much time they spend calculating pricing
• How they price their services
• To what extent they use data insights

Join us for a presentation of exclusive research and practical insights from industry leaders. Hear from an industry expert on how they reimagined their pricing process and brought in additional revenue as a result.

Presented by

Rory Lane ,

In-house Expert, Receipt Bank

Rory works with Receipt Bank's largest partner accounts to provide a premium service on our premium product and is an in-house expert on Xavier.

Stephen Paul,

CEO, Valued

Stephen is the founder and CEO of Valued which is based in the North East of England but has clients throughout the UK. Since founding the business he has worked with over 150 startups, 200 scale ups and his firm looks after in excess of 1,000 clients.

The business has won two Xero Award and has recently nominated as one of the top three national mid-tier firms in the UK.

Stephen’s passion is in helping business owners achieve what they want from the business and helping to shape the future of the profession.

Key Learning Objectives

  • How to use data to price your services
  • How to manage scope creep
  • How Receipt Bank & Xavier enable you to price your services correctly


  • Partner
  • Managing partner
  • Senior accountant
  • Business services manager
  • Management accountant
  • Cloud Accountant /partner
  • Strategy Director
  • Accounting partner
  • Head of accounts/bookkeeping
  • Head of IT/systems